I help real estate investors scale portfolios tax-efficiently and sleep soundly when the IRS comes knocking. CPA, MS Taxation, 40+ years building defensible tax strategies that accelerate depreciation, maximize leverage, and defer gains through properly executed 1031 exchanges.

What I architect for scaling investors:
Cost segregation studies that accelerate depreciation without audit red flags. Multi-state filing strategies that eliminate double taxation. Material participation documentation that satisfies IRS testing. 1031 exchange structuring that preserves your deferral when you're ready to trade up. Passive loss planning that turns suspended deductions into usable tax savings.

The difference between average tax prep and what I deliver is documentation. When you take a $40,000 cost segregation deduction, I ensure you have the engineering study, contemporaneous records, and statutory support to defend it. When you claim material participation, we build the time logs before the return gets filed—not after the audit notice arrives.

The Wealth Train approach:

Strategic tax planning isn't about this year's return. It's about building a system where accelerated depreciation, leveraged financing, passive loss management, and 1031 exchanges work together across your entire portfolio. Done correctly, you're acquiring properties with tax-deferred gains, writing off improvements in year one instead of over 27.5 years, and building generational wealth that compounds.

Done incorrectly, you're paying 20% negligence penalties, defending positions you can't support, and watching a $15,000 adjustment turn into a $30,000 problem after penalties and interest.

I prepare returns based on tax law and documented facts. I don't reverse-engineer returns to hit a number you'd prefer to pay. I don't negotiate my fees against other CPAs. If you need an advisor who reads Tax Court cases, understands regulatory framework, and builds audit-proof positions—let's talk.